Investment Portfolio Manager, Sr. jobs in Springfield, OR

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

M
Portfolio Manager
  • Meredith Lodging
  • Bend, OR FULL_TIME
  • The Portfolio Manager is responsible for ensuring their portfolio of homes is managed and maintained to industry leading standards. You will oversee a housekeeping and maintenance team that will provide best in class care. This includes ensuring that checkout cleans are completed and inspected and that all the furniture, appliances, electronics, kitchen equipment and personal property are kept in like new condition. You will be expected to care for the homes as if they were your own and ensure that your team operates effectively and efficiently. This is a customer service position, and the Portfolio Manager is expected to always provide excellent service and attention to the homeowners to ensure their needs and requests are addressed promptly.


    Compensation

    • $55 to $60K DOE


    Areas of Responsibility and Duties

    • Daily owner communication (calls, texts, emails)
    • Housekeeping quality control
    • Performance management – including training, evaluating, and recommending staff changes.
    • Monitoring, responding to and correcting reviews.
    • Reviewing owner statements
    • Creating, auditing, and processing work orders
    • Sourcing and scheduling vendors
    • VRBO/Airbnb monthly audits
    • Managing departmental budget and team expenses
    • Audit staff timecards and expense reports for accuracy
    • Prepare daily, weekly and monthly portfolio performance reports.
    • Ensure filing is organized and electronically preserved.
    • Work with the Business Development Team to recruit and on-board new homes.
    • Build rapport with other departments and their managers.
    • Other duties as assigned.


    Key Competencies

    • Organized and detail oriented – takes the time to ensure the job is completed and correct.
    • Auditing - willing to audit and be audited.
    • Communication – able to effectively communicate with homeowners and staff.
    • Adaptable and flexible – enjoys doing work that may require frequent shifts in direction.
    • Solution oriented – collect and analyze information, problem-solve and improve efficiency.
    • Reliability – is dependable, consistent and does not have attendance issues.
    • Achievement oriented – enjoys seeing tasks through to completion and hitting goals.
    • Self-starter – can work autonomously and will seek out new tasks rather than waiting for an assignment.
    • Growth oriented – a strong desire to grow professionally and learn new tasks and skills.


    Qualifications

    • Education
      • High school diploma or equivalent degree
      • Associate or 4 year preferred.
    • Skills
      • Proficient in Microsoft Office programs including Word, Excel and Outlook
      • Ability to manage a team of field staff.
      • Valid driver’s license required.
    • Abilities
      • Ability to effectively communicate, both orally and in writing
      • Ability to learn and use new software and tools.
      • Must have the ability to drive and have a valid driver’s license.
    • Experience
      • 3 – 5 years’ experience in hospitality or related field
      • Education or course work may be accepted in place of professional experience.


    Working Conditions

    This position operates in a professional work environment with half of the time in the office and half in the field. This position routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Occasional travel to other regional offices may be required. All potential employees are required to pass a background and motor vehicle check before being hired. Candidates may not have any tattoos visible above the shoulders. Smoking/Vaping are strictly prohibited within all company work areas, managed properties, owned properties, company vehicles, and within 10 feet of all entrances, exits, accessibility ramps, windows, and air-intake vents. This position requires employees to follow company dress code.


    Physical requirements

    This job is primarily performed at a stationary desk in an office and can be done sitting or standing and walking homes for inspection. Lifting/moving requirements are generally 25 pounds or less. There may be occasional need to crouch, stoop, bend and lift amounts greater than 25 pounds. Normal workdays are between eight and nine hours, but additional hours may be needed based on workflow.


    The preceding description is not designed to be a complete list of all duties and responsibilities required of the job. The company reserves the right to modify or change the job description at any time with or without notice. Employment is “at will”, and nothing in the job description should be construed as a contract for employment for any specified period of time.

  • 1 Month Ago

P
Private Equity Investment Sales Associate
  • Paulson Investment Company, LLC
  • Bend, OR FULL_TIME
  • Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) marke...
  • 15 Days Ago

P
Sr Site Clinical Engineering Manager
  • PEAK Technical Staffing USA
  • Springfield, OR FULL_TIME
  • P-DPD-001 The Clinical Engineering Senior Site Manager leads clinical engineering initiatives to provide superior customer service and operational efficiency by managing the execution of the company's...
  • 1 Month Ago

R
Sr. Accountant
  • Robert Half
  • Oakridge, OR PER_DIEM
  • Do you thrive in challenging, fast-paced environments? Does the chance to work with a reputable company excite you? If so, Robert Half is looking for you. The Senior Accountant furthers the company's ...
  • 22 Days Ago

R
Sr. Accountant-Hospital
  • Radius Staffing Solutions
  • Redmond, OR FULL_TIME
  • A Hospital District nestled in beautiful Eastern Oregon is seeking an experienced Accountant. Bachelor's degree with 3 years of general ledger accounting experience is preferred. Previous Hospital/Hea...
  • 19 Days Ago

R
Sr. Staff Accountant
  • Robert Half
  • Roseburg, OR PER_DIEM
  • Kimberly Casey with Robert Half is seeking a Senior Staff Accountant for a client in Roseburg, OR. You might be the full-time Sr. Staff Accountant we are looking for if you are driven by a challenging...
  • 2 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Investment Portfolio Manager, Sr. jobs found in Springfield, OR area

B
Principal Scientist
  • Bausch + Lomb
  • Eugene, OR
  • Bausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of ...
  • 4/26/2024 12:00:00 AM

E
Audit Manager - Financial Services
  • Eugene School District
  • Eugene, OR
  • Salary : $86,361.00 - $113,252.00 Annually Location : Eugene, OR Job Type: Full Time Job Number: 2024-00133 School/Depar...
  • 4/25/2024 12:00:00 AM

P
Risk Adjustment Analyst
  • PacificSource Administrators, Inc.
  • Springfield, OR
  • **Position Overview:** The Risk Adjustment (RA) Analyst assists in the accurate and comprehensive data submission to reg...
  • 4/24/2024 12:00:00 AM

J
J.P. Morgan Wealth Management - Private Client Advisor - Corvallis, Or (Urgent Search)
  • Jpmorgan Chase & Co
  • Corvallis, OR
  • JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, build...
  • 4/23/2024 12:00:00 AM

U
Director financial services
  • University Of Oregon
  • Eugene, OR
  • Full job description Job no: 533720Work type: Officer of AdministrationLocation: Eugene, ORCategories: Accounting/Financ...
  • 4/23/2024 12:00:00 AM

U
Director, Financial Services
  • University Of Oregon
  • Eugene, OR
  • University of Oregon Director, Financial Services Eugene , Oregon Apply Now Apply now (https://secure.dc4.pageuppeople.c...
  • 4/23/2024 12:00:00 AM

E
Information Services Supervisor
  • Eugene Water & Electric Board (EWEB)
  • Eugene, OR
  • The Eugene Water & Electric Board (EWEB) is seeking an Information Services (IS) Supervisor to provide leadership and su...
  • 4/22/2024 12:00:00 AM

D
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Eugene, OR
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Springfield is a city in Lane County, Oregon, United States. Located in the Southern Willamette Valley, it is within the Eugene-Springfield Metropolitan Statistical Area. Separated from Eugene to the west, mainly by Interstate 5, Springfield is the second-most populous city in the metropolitan area after Eugene. As of the 2010 census, the city has a total population of 59,403. The Briggs family first settled the Springfield area, arriving in 1848. The community was incorporated as a city in 1885. The city was named after a natural spring located in a field or prairie within the current city bo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$144,171 to $239,421
Springfield, Oregon area prices
were up 2.5% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020